David Ward, financial advisor Miami FL
90 score

David Ward

CRD Number: 5924877
Current Firm: Lpl Financial LLC

David Ward (CRD# 5924877) is an Investment Advisor Representative working at Lpl Financial LLC in Miami, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Raleigh, NC Jul 2016 - Current < 1
Lpl Financial LLC Raleigh, NC Aug 2013 - Jul 2016 2
Capital Bank Raleigh, NC Aug 2013 - Jul 2016 2
Morgan Stanley Smith Barney Raleigh, NC May 2011 - Aug 2013 2
Interviewing Myrtle Beach, SC Dec 2010 - May 2011 < 1
Coastal Carolina University Myrtle Beach, SC Feb 2008 - Dec 2010 2
John Mccain For President Myrtle Beach, SC Jul 2007 - Feb 2008 < 1
Blockbuster Myrtle Beach, SC May 2007 - Jul 2007 < 1
Aeropostle Myrtle Beach, SC Jan 2007 - May 2007 < 1
Coastal Carolina University Myrtle Beach, SC Sep 2006 - Jan 2007 < 1
Express Myrtle Beach, SC Dec 2005 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for David A. Ward
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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